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We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients.
Job Responsibility:
Review and prepare loan and lease documents, ensuring their accuracy and timeliness
Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution
Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently
Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation
Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents
Validate the economics of transactions, tailored to the specifications and requirements of each transaction
Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding
Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements
Confirm that all documents are complete and ready prior to funding
Undertake additional projects as assigned by the Manager